Case Study:
A Medical Sales Business Sold
A Medical Sales Business Sold
Creative Thinking and Planning lead to an Attractive Outcome
Ben Miller left his job working for a hospital to become an entrepreneur and create a wholesale medical sales business. A friend of Ben's had started a similar business and mentored him when he started the company 9 years ago. Ben's three children expressed no interest in running the business, and he had a potential buyer with an offer in hand. He came to Wealth Management Solutions initially looking for Investment guidance for the sale proceeds from an offer to purchase his business...
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Ben Miller left his job working for a hospital to become an entrepreneur and create a wholesale medical sales business. A friend of Ben's had started a similar business and mentored him when he started the company 9 years ago. Ben's three children expressed no interest in running the business, and he had a potential buyer with an offer in hand. He came to Wealth Management Solutions initially looking for Investment guidance for the sale proceeds from an offer to purchase his business...
Case Study:
A Medical Business Sold
A Medical Business Sold
Case Study: A Medical Business Sold
Creative Thinking and Planning lead to an Attractive Outcome Ben Miller left his job working for a hospital to become an entrepreneur and create a wholesale medical sales business. A friend of Ben's had started a similar business and mentored him when he started the company 9 years ago. Ben's three children expressed no interest in running the business, and he had a potential buyer with an offer in hand. He came to Wealth Management Solutions initially looking for Investment guidance for the sale proceeds from an offer to purchase his business. Ben planned to pay off multiple debts and was interested in investment management with the remainder of his assets. Recognizing that the goals of the individual would be a key driver to the ultimate success, we knew that any recommendations would require some creative thinking to find the right solution.
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